Price:$35.03
Options & Stock Trading Journal: Excel Trade Analysis Dashboard (Digital Download)
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This listing
Options & Stock Trading Journal: Excel Trade Analysis Dashboard (Digital Download)
Sale Price $24.52
Original Price $35.03
Digital Download
Original value: $86.93
New total: $60.84
Highlights
Take control of your trading performance with this powerful and easy-to-use Trading Journal designed specifically for traders who trade options and stocks within the same account. Whether you're a beginner or experienced trader, this journal helps you track, analyze, and improve your trades with data-driven insights.
Link to the tutorial video: https://youtu.be/GbXbM9MCSik
If you prefer to use Google Sheets, get the Google Sheets version of this template here: https://www.etsy.com/listing/1461620480/options-stocks-trading-journal-google
Features:
✅ Supports Options & Stock trades in one sheet
✅ Columns for Sub-strategy, Multiple Exit Points, and Breakeven Price
✅ Automatic P&L Calculations, ROI, Win/Loss, and more
✅ Visual analytics: Monthly Reports, Strategy Dashboard, Ticker Dashboard, and Calendar View
✅ Works with any strategy: Covered Calls, Credit/Debit Spreads, CSP, Diagonal Spreads, Buy/Sell Stocks, etc.
✅ Position Sizing Calculator based on risk % and net liquidation value
✅ Fully customizable
What's Included:
• Step-by-step tutorial video
• User guidelines
• An example spreadsheet and a blank spreadsheet template
Total 10 tabs
• Start Tab – Set your starting month, capital & strategy names
• Calculator - Calculate position size based on your net liquidation and risk %
• Trading Journal Tab – Record all trade details in-depth
• Calendar View – See daily P&L at a glance
• Monthly Report – Analyze monthly trading performance
• Strategy Dashboard – Compare results by trading strategy
• Strategy Statistics - Analyze monthly strategy performance
• Ticker Dashboard – Track results by stock symbol
• Trading Dashboard – All-in-one summary with charts & key stats
• Exp Date Lookup - View all the trades expiring on selected date
🎯 Perfect For:
• Retail traders
• Options traders (multi-leg strategies supported!)
• Stock traders
• Anyone looking to track & improve their trading habits
IMPORTANT NOTE:
• All products are digital downloads. There is NO physical shipped product.
• Excel files (an example spreadsheet and a blank spreadsheet)will be available to you for instant download once payment is confirmed.
• It ONLY works on Excel for Microsoft 365, Excel 2021 and webpage version of Excel.
• Refunds, exchanges, or cancellations cannot be offered once your items have been downloaded.
• Please contact me if you have any issues with the download or file - I would be happy to provide any assistance!
DOWNLOADING A DIGITAL ITEM:
• After Etsy receives your order confirmation, your digital files will be available to download via your Etsy account here:
http://www.etsy.com/your/purchases
• See the following Etsy help article about digital downloads for more information:
https://www.etsy.com/help/article/3949
All spreadsheets are created by the store owner. This is intended for your personal use. You may not resell it without the consent of the store owner.
Questions or in need of assistance? Please send me a message!
Not what you were looking for? See more trade journal here:
https://www.etsy.com/shop/sinvest
Thank you for visiting Sinvest!
Instant Download
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Instant download items don’t accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.
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Reviews for this item
Buyer highlights, summarized by AI: Easy to use · Love it · Responsive seller · Would recommend · Excellent communication · Happy customer · Great product
Spreadsheet is as described .
Response from Sim
Thanks for your feedback, greatly appreciate!
Very detailed and easy to use. So far I like it very much! Highly recommended. Also, extremely responsive to all messages. I like!!
Response from Sim
Thanks for the kind words, really appreciate it!
Great job on the spreadsheet!
Sinvest made an excellent options journal spreadsheet. I bought the Options/stock version to be able to utilize the Wheel when a PUT is assigned. I had some questions and he answered them quickly and was very helpful.... the product looks like it will be easy to use and analyze my trades.
Response from Sim
Thanks for the review, great to hear that!
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